(QLTY) GMO U.S. Quality - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 4.495m USD | Total Return: 25.8% in 12m

Common Stocks, Preferred Stocks, Real Estate Trusts, Investment
Total Rating 56
Safety 44
Buy Signal -0.15
Large Blend
Category Rotation: -9.4
TER: 0.50%
AUM: 4.49B
Avg Turnover: 15.7M
Risk 3d forecast
Volatility16.4%
VaR 5th Pctl3.04%
VaR vs Median3.20%
Reward TTM
Sharpe Ratio1.55
Rel. Str. IBD55.5
Rel. Str. Peer Group27.3
Character TTM
Beta0.831
Beta Downside0.816
Hurst Exponent0.537
Drawdowns 3y
Max DD17.00%
CAGR/Max DD1.28
CAGR/Mean DD10.71

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: QLTY GMO U.S. Quality

The GMO U.S. Quality ETF (QLTY) is an actively managed fund focused on high-quality U.S. equities. The funds strategy prioritizes companies with durable business models, typically characterized by high profitability and low debt levels. These quality factors often allow firms to maintain consistent earnings growth across various economic cycles.

The portfolio primarily consists of common and preferred stocks, but the adviser maintains the flexibility to invest in real estate investment trusts (REITs), income trusts, and convertible securities. This multi-asset approach within the equity space aims to capture value from companies with strong competitive advantages and sustainable returns on capital. You can explore deeper fundamental metrics for these holdings on ValueRay.

While categorized as a Large Blend ETF, its market capitalization sits at approximately $4.5 billion, positioning it within the mid-cap range. The fund seeks to balance capital appreciation with risk mitigation by selecting securities that GMO deems fundamentally superior to broader market averages.

Headlines to Watch Out For
  • High return on invested capital sustains premium equity valuations
  • Low debt-to-equity ratios mitigate rising corporate borrowing costs
  • Profit margin resilience protects earnings during inflationary macro cycles
  • Quality factor outperformance persists during late-cycle economic slowdowns
What is the price of QLTY shares?

As of June 20, 2026, the stock is trading at USD 41.12 with a total of 323,861 shares traded.
Over the past week, the price has changed by +0.17%, over one month by +1.56%, over three months by +12.15% and over the past year by +25.77%.

Is QLTY a buy, sell or hold?

GMO U.S. Quality has no consensus analysts rating.